How to import trades from TD Ameritrade Direct Instructions to TradesViz trading journal?

To import your file, please visit https://tradesviz.com/import by selecting the import button at the bottom left corner of your dashboard or by clicking on your profile icon at the top right corner and selecting "Import/Export". Next, select your trading account in the first dropdown and then the platform as TD Ameritrade Direct Instructions in the second dropdown.

TD Ameritrade Direct Instructions
Currently Supported:

Stocks
Options

Log into https://webbroker.td.com and click "Trading" tab and then "Order Status".
Now click on the "Historical" tab and make sure to select your preferred date range.
Click on the download icon on the right side of the screen near the filter button to download the CSV file.
Upload this file by clicking on the "Choose File" box in this page.

Alternative instructions for TD Advanced Platform:

Log into your TD Advanced Dashboard
Under Account Details tab > Historical Orders > Click on the 3 lines icon at the left side and click on "Export List as CSV" after choosing your preferred date range
Upload the .CSV file by clicking on the "Choose File" box in this page

Please make sure to follow the instructions exactly to import your data correctly. If you still have any issues, please don't hesitate to contact us at support@tradesviz.com with info about your broker/platform and the file as the attachment.

If you do not see your broker on in our supported brokers list, please contact us at support@tradesviz.com with: Broker/platform name & website, CSV/XLS/TXT file of the trades, instructions you used to export the file. Once we get the information, we will add support for your broker/platform as soon as we can.

Updated on: 17/02/2025